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Financial Advocates Investment Management’s Lennox International LII Stock Holding History

Financial Advocates Investment Management’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-556
Closed -$319K – 353
2025
Q2 		$319K Buy
+556
New +$311K 0.03% 485

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Advocates Investment Management's LII Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Lennox International (LII) in Q3 2025, closing a stake of 556 shares — an estimated $319K sold.

Financial Advocates Investment Management first reported a position in LII in Q2 2025 and held it in 1 quarter. The position peaked at $319K in Q2 2025. 667 funds tracked by Wall St. Rank hold LII as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Lennox International position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 556 Lennox International shares in Q3 2025, an estimated $319K.
  • Financial Advocates Investment Management first reported a position in Lennox International in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Lennox International position peaked at $319K in Q2 2025.
  • 667 funds tracked by Wall St. Rank held Lennox International as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.